To The Moon

$AppLovin Corporation(APP)$ Could we pop 15+ pts in one day? Monkeys waiting. $NVIDIA(NVDA)$  $ServiceNow(NOW)$  $Intel(INTC)$  $Micron Technology(MU)$ 

$Oracle(ORCL)$ I'm fully convinced this joins the trillion dollar club within 12 months. I'll keep adding and enjoying the ride. The deeper question is whether this could reach the $2 trillion club by 2030. Maybe that's a stretch goal?

$Intel(INTC)$  OpenAI's newly released GPT-6 Astra model could significantly boost CPU demand, potentially benefiting Intel and AMD. Industry observers note that Astra's ability to autonomously create and run AI agents on local devices creates heavy computational loads on host processors. The model navigates software like a human, spawns sub-agents, and requires isolated environments for security, all of which consume local CPU resources. OpenAI has also classified Astra at the Critical cybersecurity threshold, the first such designation for a released model, triggering deployment restrictions. Nvidia CEO Jensen Huang congratulated OpenAI and declared that AGI has arrived, while noting Astra was trained on Nvidi

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$ Asia is doing just fine, no need to pay attention to the doom and gloom.

$Intel(INTC)$  I think Intel Corp. is getting ready to move into the high $90s, and then during September it could rise toward $105–$110+.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ They should retire "limit down" or "limit up" and "circuit breakers." We are never going to see those again.

$AppLovin Corporation(APP)$ $Oracle(ORCL)$ How would a rate hike affect this in two weeks? Or are we just playing the game and expecting a win?

$Oracle(ORCL)$ Simple YoY fundamentals. Revenue (FY ended May 31): FY2026: $67.4B FY2025: $57.4B Change: +17% GAAP Diluted EPS: FY2026: $5.83 FY2025: $4.34 Change: +34% Stock price: Now (Sep 3, 2026 close): $154 Same time last year (Sep 3, 2025 close): ~$223 Change: -31% Business grew, multiple compressed. Cloud, especially IaaS, was the driver. I still think it's undervalued. FCF will take a hit in the short term, but the scale of the AI data centers should make up for it longer term.

$Intel(INTC)$ It will have its $Dell Technologies Inc.(DELL)$  and $Advanced Micro Devices(AMD)$  moment. Price target of $300.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ A moment of silence for those who bought 0DTE puts.